Householder Group Estate & Retirement Specialist’s CubeSmart CUBE Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,797	Closed	-$419K	–	675
2024 Q3	$419K	Buy	7,797 +171	+2%	+$8.49K	0.12%	160
2024 Q2	$344K	Buy	7,626 +1,723	+29%	+$74.3K	0.1%	176
2024 Q1	$267K	Sell	5,903 -1,077	-15%	-$47.7K	0.08%	204
2023 Q4	$323K	Buy	6,980 +731	+12%	+$28.7K	0.11%	174
2023 Q3	$238K	Buy	+6,249	New	+$264K	0.09%	199
2023 Q1	$17K	Buy	+363	New	+$16.3K	0.01%	665
2022 Q4	–	Sell	-248	Closed	-$9K	–	473
2022 Q3	$9K	Buy	+248	New	+$11.2K	﹤0.01%	738

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CUBE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 7,797 shares — an estimated $419K sold.

Householder Group Estate & Retirement Specialist first reported a position in CUBE in Q3 2022 and held it in 7 quarters. The position peaked at $419K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 7,797 CubeSmart shares in Q4 2024, an estimated $419K.
Householder Group Estate & Retirement Specialist first reported a position in CubeSmart in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's CubeSmart position peaked at $419K in Q3 2024.
459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.